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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $2.8B AUM 456 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 158 New 174 Added 67 Reduced 12 Exited
Page 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFLV DIMENSIONAL ETF TRUST 129,656.0 $4.4M 0.16% +27K +26.6% $34.21 +12.5%
62 AVGO BROADCOM INC Technology 12,773.0 $4.4M 0.16% +3K +31.4% $346.10 +19.8%
63 WMT WALMART INC Consumer Defensive 39,568.0 $4.4M 0.16% +18K +86.9% $111.41 +17.4%
64 TSLA TESLA INC Consumer Cyclical 9,649.0 $4.3M 0.15% +438.0 +4.8% $449.70 -7.2%
65 LLY ELI LILLY &CO Healthcare 3,673.0 $3.9M 0.14% +2K +161.4% $1074.67 -3.1%
66 DISV DIMENSIONAL ETF TRUST 101,240.0 $3.8M 0.14% +28K +37.3% $38.00 +11.1%
67 DFAE DIMENSIONAL ETF TRUST 101,430.0 $3.3M 0.12% +36K +54.4% $32.57 +19.8%
68 QQQ INVESCO QQQ TR Financial Services 5,344.0 $3.3M 0.12% +2K +67.5% $614.35 +16.3%
69 DFSV DIMENSIONAL ETF TRUST 98,251.0 $3.2M 0.11% +51K +108.7% $32.89 +13.0%
70 AMGN AMGEN INC Healthcare 9,872.0 $3.2M 0.11% +9K +808.2% $327.33 +3.1%
71 JNJ JOHNSON &JOHNSON Healthcare 14,972.0 $3.1M 0.11% +4K +35.2% $206.96 +12.0%
72 COST COSTCO WHSL CORP NEW Consumer Defensive 3,334.0 $2.9M 0.10% +2K +92.9% $862.35 +21.8%
73 PG PROCTER AND GAMBLE CO Consumer Defensive 19,938.0 $2.9M 0.10% +11K +124.4% $143.31 -0.6%
74 CVX CHEVRON CORP NEW Energy 18,415.0 $2.8M 0.10% +10K +114.8% $152.41 +25.3%
75 V VISA INC Financial Services 7,687.0 $2.7M 0.10% +3K +70.7% $350.72 -5.7%
76 IVW ISHARES TR 21,657.0 $2.7M 0.09% +4K +21.5% $123.26 +10.8%
77 SCZ ISHARES TR 34,226.0 $2.7M 0.09% +2K +5.2% $77.53 +9.8%
78 PLTR PALANTIR TECHNOLOGIES INC Technology 14,723.0 $2.6M 0.09% +7K +89.0% $177.75 -22.8%
79 SO SOUTHERN CO Utilities 28,949.0 $2.5M 0.09% +10K +49.7% $87.20 +7.4%
80 DFAW DIMENSIONAL ETF TRUST 34,102.0 $2.5M 0.09% +26K +301.5% $73.98 +10.5%
Page 4 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 62.5%
Technology 14.4%
Industrials 5.2%
Consumer Cyclical 4.3%
Healthcare 3.5%
Communication Services 3.1%
Consumer Defensive 2.7%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.4%